Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES10+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $40,622 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,367 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,690 | $103,024-33.3% | $112,040-38.7% | $79,634-13.7% |
| Participation rate | 91.5% | 80.6%+10.9pp | 76.5%+15.0pp | 62.5%+29.0pp |
| Annual return | 16.48% | 17.60%-1.1pp | 24.52%-8.0pp | 36.46%-20.0pp |
| Employer contribution / active EE | $2,019 | $3,015-33.0% | $2,954-31.6% | $2,529-20.2% |
| Participant deferral / active EE | $3,364 | $5,233-35.7% | $5,098-34.0% | $3,835-12.3% |
| Admin fee / account holder | $154 | $465-66.8% | $12,098-98.7% | $1,002-84.6% |